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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Because the BiL “witness” said he may have seen the driver crawl or get in the back. What kind of wacko statement is that if the truth is he drove off fast into a tree? Take away the witness statement and I agree with you.
Also I have known of several drunk driving incidents personally where the driver fled the scene, one in HS where the boyfriend left his girlfriend (she was in my class) to bleed out and die so he could call someone to pick him up instead of an ambulance.
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corduroy
Active Member
I might be overly bullish, but in my opinion is the competition is never coming. Sure everyone may make electric cars in 10 years, but as far as the overall company Tesla is becoming, there will be no competition.Is this true?
"None of this is to say that Tesla can't be successful in a world where it faces more competition. But turning a profit is is going to get harder with each passing year."
1 Question Tesla Investors Need to Ask Themselves | The Motley Fool
The next few years are going to be interesting for the electric-car company.www.fool.com
State of the art factories in all major markets with product standardization a factor of 3 times better than most competitors, lower cost distribution that scales better, no mixed signals from the distribution network...
it seems like turning a profit would be easier with each passing year if your architecture scales at fundamentally lower cost.
Krugerrand
Meow
No you (specific) didn’t. I was talking you (general).
Your point was valid in determining where you think the subscription charge could land.
The competition is coming? Aren't we past that fallacy by now?Is this true?
"None of this is to say that Tesla can't be successful in a world where it faces more competition. But turning a profit is is going to get harder with each passing year."
1 Question Tesla Investors Need to Ask Themselves | The Motley Fool
The next few years are going to be interesting for the electric-car company.
TheTalkingMule
Distributed Energy Enthusiast
I get the feeling the vibe of this place recently is a direct match for whatever's happening with TSLA and the markets in general. No one knows which way to go and we're pretty much at a point where that decision needs to be made. Super uncomfortable and not surprised by wild moves in either direction.
TSLA 1Q deliveries, and to a lesser degree earnings, puts a LOT more certainty into everyone's 2021/22 modeling.
AMZN/GOOG/AAPL/etc are just crushing it with no end in sight.
Valuations are so high it's hard for rational minds to push these names even higher, but the market is telling them they must since there's no better place for their money.
Biden's about to pour 100 gallons of gasoline on the fire.
The sell-in-May-and-go-away crowd is going to push us higher I think. Which end do you wanna be on when you get back from the Hamptons in mid-September in a cocaine-fueled daze? No one wants to see TSLA@$1100 or AMZN up another 13%, and those scenarios are looking more and more likely. Lots of people on the sidelines since all the Hwang madness will need to leap in May or be OK with the consequences.
For us, keeping an eye on these "chart levels" may turn out to be pretty huge the next couple weeks. $520 or $1200 are both completely possible this summer.
Artful Dodger
"Neko no me"
Oh these articles where writers simply cant do simple math. How can they ignore or at least throw out a question they should try to answer themselves. "How come Tesla profit is so low when Tesla auto sale margins after credits are over 20%?" Then if they actually explored that they would see that profitability on autos isnt an issue at all for Tesla. It is other business lines and one time or short term charges that bring the overall profits down where people can say if not for credit sales and Bitcoin then Tesla wouldnt be profitable.Is this true?
"None of this is to say that Tesla can't be successful in a world where it faces more competition. But turning a profit is is going to get harder with each passing year."
1 Question Tesla Investors Need to Ask Themselves | The Motley Fool
The next few years are going to be interesting for the electric-car company.
State of the art factories in all major markets with product standardization a factor of 3 times better than most competitors, lower cost distribution that scales better, no mixed signals from the distribution network...
it seems like turning a profit would be easier with each passing year if your architecture scales at fundamentally lower cost.
Krugerrand
Meow
#3 SOME people. Some is not everyone. Some is not even a majority. You have a habit of believing everyone thinks like you do. They do not. I pointed that out to you.
I’ve been hearing this argument for years now. It just never amounts to anything more than a hill of beans.
Tesla will do what they always do, what they think is best in the moment for the mission and then make necessary changes as needed.
Because 3 '7's mean you hit the jackpot on a slot machine?
Krugerrand
Meow
Something bollinger. I don’t know just seeing if something stuck via osmosis.
Competition is coming but profitable competition isn't. Imagine being the pricing manager at a legacy automaker right now. What a job that is, having to make decisions like: "Do we sell our fancy new EV at a loss, or an even bigger loss?" Tesla have been in this game for more than a decade longer than the other guys and that experience puts them in another league. The growth in revenue and profitability of this company is unmatched. The rest aren't close. The market cap of Tesla in comparison to the competitors shows that the market isn't so daft after all.
Knightshade
Well-Known Member
New revenue stream!
(granted it's a somewhat narrow band of customers)
(granted it's a somewhat narrow band of customers)
Artful Dodger
"Neko no me"
Haha, no. Hint: follow the linkBecause 3 '7's mean you hit the jackpot on a slot machine?
Hint 2: I calculated that value after 2:00 pm ET yesterday
Is this true?
"None of this is to say that Tesla can't be successful in a world where it faces more competition. But turning a profit is is going to get harder with each passing year."
1 Question Tesla Investors Need to Ask Themselves | The Motley Fool
The next few years are going to be interesting for the electric-car company.
State of the art factories in all major markets with product standardization a factor of 3 times better than most competitors, lower cost distribution that scales better, no mixed signals from the distribution network...
it seems like turning a profit would be easier with each passing year if your architecture scales at fundamentally lower cost.
The Accountant
Active Member
BINGO.....and that's why all Wall Street Analysts use Non-GAAP EPS when putting forth their Estimates each quarter as they exclude the CEO Award and other Stock Compensation (as these charges are non-cash).
Maybe I hang out at teslamotors subreddit too much. The sentiment there when it comes to FSD is becoming more and more negative. Same with our FSD forum here. In fact it's very hard to find any kind of positive FSD sentiment right now given the ongoing delays.
Flip flopping would just add more fuel to the fire imo. It has nothing to do with how I feel since I don't really care what FSD subscription cost besides the fact that it may cause negative press or negative on company cash flow.
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